Bank of America
SBDS

Bank of America’s Solo Brands Inc SBDS Stock Holding History

Bank of America’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-135
Closed -$817 – 7242
2025
Q4 		$817 Hold
135
– – ﹤0.01% 6490
2025
Q3 		$2.04K Buy
+135
New +$1.89K ﹤0.01% 7399
2025
Q2 		– Sell
-767
Closed -$5.12K – 8813
2025
Q1 		$5.12K Sell
767
-389
-34% -$11.9K ﹤0.01% 7224
2024
Q4 		$52.7K Sell
1,156
-405
-26% -$20.1K ﹤0.01% 6622
2024
Q3 		$88K Sell
1,561
-320
-17% -$22.8K ﹤0.01% 6377
2024
Q2 		$172K Sell
1,881
-308
-14% -$24.3K ﹤0.01% 5966
2024
Q1 		$190K Buy
2,189
+172
+9% +$19.8K ﹤0.01% 5908
2023
Q4 		$497K Buy
2,017
+354
+21% +$69K ﹤0.01% 5496
2023
Q3 		$339K Buy
1,663
+51
+3% +$11.1K ﹤0.01% 5578
2023
Q2 		$365K Buy
1,612
+293
+22% +$72.8K ﹤0.01% 5472
2023
Q1 		$379K Buy
1,319
+100
+8% +$19.2K ﹤0.01% 5558
2022
Q4 		$181K Sell
1,219
-1,067
-47% -$174K ﹤0.01% 5965
2022
Q3 		$348K Sell
2,286
-1,114
-33% -$208K ﹤0.01% 5643
2022
Q2 		$551K Sell
3,400
-2,571
-43% -$562K ﹤0.01% 5375
2022
Q1 		$2.04M Buy
5,971
+3,731
+167% +$1.65M ﹤0.01% 4568
2021
Q4 		$1.4M Buy
+2,240
New +$1.54M ﹤0.01% 4921

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America's SBDS Position: Q1 2026 in Review

Bank of America sold out of Solo Brands Inc (SBDS) in Q1 2026, closing a stake of 135 shares — an estimated $817 sold.

Bank of America first reported a position in SBDS in Q4 2021 and held it in 16 quarters. The position peaked at $2.04M in Q1 2022. 22 funds tracked by Wall St. Rank hold SBDS as of Q1 2026.

  • Bank of America reported no remaining Solo Brands Inc position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 135 Solo Brands Inc shares in Q1 2026, an estimated $817.
  • Bank of America first reported a position in Solo Brands Inc in Q4 2021 and held it in 16 quarters.
  • Bank of America's Solo Brands Inc position peaked at $2.04M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.